Original filing (PDF)20250328082153NAL0001455040001

J & D MECHANICAL, LLC

Name: J & D MECHANICAL, LLC — J & D MECHANICAL, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: J & D MECHANICAL, LLC

Form 5500-SF

FILING_RECEIVED

J & D MECHANICAL, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J & D MECHANICAL, LLC.

Plan sponsor

Name

J & D MECHANICAL, LLC

EIN

47-5183949

Address

5021 LUCKETT ROAD · FORT MYERS, FL · 33905

Phone

(239) 288-5834

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-08-02

Filed

2025-03-28

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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